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Transamerica Financial Advisors, LLC CRD 16164
$2.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-09 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Demeno Insurance Agency | Yorktown | VA | 03/1978 | Present |
| Demeno & Associates, Inc | Stanfield | NC | 09/2015 | Present |
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 01/2012 | Present |
| World Financial Group | Jacksonville | FL | 04/1998 | Present |
| Demeno & Associates Inc | Augustine | FL | 11/2015 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DEMENO & ASSOCIATES, INC:NO/1657 TROTTERS RIDGE ROAD,STANFIELD,NC 28163/PASS THRU/OWNER/9.25.2015/1/0/NO DAILY ACTIVITIES Co name: DEMENO & ASSOCIATES INC /emp dates: 1115 TO PRESENT/ INVESTMENT RELATED: NO /address: 129 CALLE NORTE SAINT AUGUSTINE, FL 32095/ position: PRESIDENT/ nature of business: PASS THRU CORP/hrs work monthly: 1/Sec trading hrs: 0/ duties: PASS THRU CORP NO DAILY ACTIVITIES OBA Amendment Update: DEMENO & ASSOCIATES INC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-02 |
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